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Articles tagged "Hewins Financial Advisors"


Tom Lydon: They'll do well with this partnership.

How DFA is putting its John Hancock on the ETFs category
The deep-in-Texas manager is lending index help to the Boston giant but dodging cannibalization and channel conflict

Wednesday 7.15.15
Roger Hewins: It comes with their 'approved investments' instead of ours, so its a non-starter.

With apprehension in the air, Schwab invites its RIAs to a one-hour meeting about robo-advice
Many of Schwab's 7,000 advisors are eager for robo-technology but are wary of what's behind the amiable blue facade

Friday 3.13.15
Bernie Clark: Nearly 40% of RIA clients are retired, 30% are less than 10 years from retirement and 63% of those retired are withdrawing from portfolios, including from principal.

Framing it as opportunity, Bernie Clark delivers a chilling market warning at EXPLORE about the coming post-baby boom market
The Schwab chief tells 160 RIAs with $200-billion-plus of assets to learn to love and attract a poorer, younger, higher maintenance -- but lower mileage -- client pool

Friday 6.27.14
Bob Oros: This is what cell phone companies do. They bring us in with a low entry fee and when it comes time, the switching costs don't seem worth it.

Fidelity counsels RIAs to suck it up and go after 'millionaires of tomorrow' but with a strict discipline
RIAs need to chop fees, stop counting pennies and, yes, babysit a bit to wrest these financial tweeners from discount brokers

Friday 1.24.14
Andy Gill: We believe we'll continue to attract affluent clients at an accelerated pace.

Schwab drops pretense: $2-million clients its staple branch diet in bid for fresh $2 trillion
The San Francisco-based broker has named its composite perfect ideal client 'Tobin' -- representing a graying, masculine entreprenuer

Tuesday 11.5.13
Marty Bicknell: I don't consider this to be an afterthought.

Marty Bicknell jumps into the mass market with no 'robo-advisors' and a missionary zeal
After amassing $6 billion in his RIA and $18.5 billion in his asset manager, the Mariner Holdings chief is opening FirstPoint, its Old Navy for the impecunious to fill a Gap

Friday 10.4.13
Walter Bettinger: It's very difficult to take 'Talk to Chuck' and have that tie into, for example, our RIA business.

How Schwab's new 'owning it' advertisements position the firm to offer more advice -- and how RIAs factored into the brand rethink
CEO Walter Bettinger wants his company, long a kingpin in the discount brokerage realm, to become a 'challenger brand' again

Tuesday 8.6.13
William Steiner: A lot of clients aren't paying attention to this.

How RIAs are helping their clients participate in confusing lawsuits
2008-2009 market meltdown settlements are just now coming to fruition, and giant RIAs are signing up with a filing firm to get in on the action

Wednesday 5.1.13
When websites go down, however briefly, it rocks our world.

Schwab's website went down twice after two 'denial of service' attacks -- so what was up?
The San Francisco-based broker showed that even it's not immune to web fritz; RIAs take it in stride though not without administering a healthy dose of schadenfreude

Wednesday 4.24.13
Roger Hewins:We don't use them. We don't even look at them.

Why Schwab handed Facebook and Apple 'F' ratings -- and why advisors seem unfazed
Clients may be perturbed by the flunking grades meted out to the popular Silicon Valley firms even as some RIAs discount the data as 'backward-looking'

Monday 1.21.13
Bernie Clark says Windhaven's phenomenal growth has already justified the investment  in it and that ThomasPartners will follow a similar course of success.

A look inside Schwab's second big deal with a small asset manager
Using its RIA custody unit as a talent pool, the San Francisco giant is bringing ThomasPartners into primetime.

Wednesday 10.17.12
Dean Stange: I think if anyone came to us having been pitched a blind trust, we'd talk them out of it.

What Mitt Romney might not know about blind trusts
Views on these black boxes for big chunks of cash are hardly unanimous

Thursday 10.11.12
Roger Hewins: We're all pretty upset about it.

Two accounting firms abandon merger talks leaving giant Schwab RIA surprised and crestfallen
Wipfli and Eide Bailly suddenly quit the field leaving industry observers -- not to mention Hewins Financial -- wondering why

Wednesday 2.29.12
Roger Hewins: We’re talking about now having 22 locations in 12 states.

A $2.6 billion Schwab RIA grapples with gaining a $420 million Securities America rep firm -- and a big footprint
The Wipfli-Eide Bailly accounting merger doubles Hewins Financial Advisors' opportunity to convert CPA client funds to AUM, analysts say

Friday 1.13.12
Jason Lahita: Trying to somehow gloss over this or claim it was justified would pour gas on the fire - take your lumps for an honest mistake and move forward.

Schwab's rapid response to letter snafu seems to be smoothing ruffled feathers
The custodian garnered praise for its straightforward apology, but does the blunder point up a larger conflict of interest?

Thursday 8.25.11
Bart Bonga: I thought the apology was fairly tepid.

Was Schwab's letter of apology to RIAs good enough?
One advisor called the custodians reaction 'tepid' and others expressed have even stronger feelings

Friday 8.19.11
Bryan Olson says the explosive growth doesn't include many RIA assets, which are expected to start kicking in soon..

Schwab's purchase of Windhaven made its asset growth soar -- and RIA assets may be the afterburners
The Boston-based phenom has gathered assets mightily in good markets but may do even better in bad ones

Monday 8.15.11
Roger Hewins: It was worth being there when you got there.

Schwab EXPLORE goes deep into the Rockies with big RIAs
Top executives from corporate, Advisor Services and Windhaven mingled with advisors representing 5% of RIA assets in U.S.

Monday 6.27.11
Chuck Schwab is sparing in his public appearances, which gives them energy.

'Chuck' Schwab, Tony Blair to headline IMPACT 2011
A former leader of the free world? Cool. But bring on Chuck!

Friday 5.20.11

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